Know which WhatsApp numbers are available for outreach
Keep the business numbers visible in a scheduled report before planning customer outreach.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Why this helps
It is easy to lose track of which business numbers are associated with the WhatsApp account when preparing outreach.
- Get a recurring view of numbers associated with the WhatsApp business account.
- Reduce a manual portal check during outreach planning.
- Make the available numbers easier to review in one report.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and WhatsApp once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to retrieve the WhatsApp business phone numbers and summarize them for outreach planning.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Test once and confirm the report includes the details your team needs.
Questions about this workflow
Does this retrieve phone numbers from Capsule?
No. The action retrieves phone numbers associated with the WhatsApp business account.
Does it send a message to those numbers?
No. It only retrieves and reports the phone number information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Whatsapp. A trigger fires from one place; an action lands in another.
Capsule crm triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Capsule crm and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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